OUR STRATEGY
Our Investment Strategy
Our strategy has proven to be consistent, steady, and repeatable. Best of all, our strategy requires no ability to forecast the future.
Understanding Investments
Remember the “10-year/2-minute rule.” If you cannot explain an investment to a ten-year-old in two minutes, don’t invest.
Portfolio Diversification
Your strategy of diversification and asset allocation will deliver you the lion’s share of investment returns.
Index Funds
Index funds often result in higher returns than most other funds in similar categories.
DFA or Dimensional Funds
DFA limits access to its funds to a select group of fee-only registered investment advisors like Robinswood Financial.
An Evolving Portfolio
The investment landscape continually changes, so we feel it’s important to avoid complacency.
We can develop and manage an investment portfolio that will help you realize your financial dreams.